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Disclosery

IGSB ISHARES TR

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ETF (fund)

939 managers (948 13F filers) reported a position in IGSB shares at 2025-06-30, 311,373,051 shares in all. 64 filers opened a position and 65 filers sold out during the quarter.

Managers
939
13F filers
948
New
64
Added
361
Reduced
351
Sold out
65
Shares held by filers
311,373,051

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Kiker Wealth Management, LLC150,966$7.96M4.49%+9,96713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\150,637$7.95M<0.01%-9413F-HRTimelineGroup
EQUITABLE TRUST CO149,997$7.91M0.39%+16,92413F-HRTimeline
Meridian Wealth Management, LLC149,454$7.89M0.34%+2,01713F-HRTimeline
JPL Wealth Management, LLC149,117$7.87M2.12%+5,79213F-HRTimeline
Aptus Capital Advisors, LLC145,232$7.66M0.08%-17,38713F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…143,000$7.54M0.03%+30,00013F-HRTimelineGroup
Heck Capital Advisors, LLC140,911$7.43M0.64%+36613F-HRTimeline
Hilton Capital Management, LLC140,842$7.43M0.59%+3,72613F-HRTimeline
Mutual Advisors, LLC140,161$7.38M0.18%+30,99013F-HRTimeline
DAVENPORT & Co LLC139,649$7.37M0.04%+13,58713F-HRTimeline
TD Waterhouse Canada Inc.137,586$7.22M0.05%-57,11913F-HRTimeline
HANCOCK WHITNEY CORP136,541$7.2M0.14%+102,90713F-HRTimeline
Marmo Financial Group, LLC136,534$7.2M3.59%+2,80313F-HRTimeline
DDFG, Inc134,236$7.08M1.78%+4,10513F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…134,040$7.07M0.37%-5013F-HRTimeline
Integrated Wealth Concepts LLC134,019$7.07M0.07%+14,95713F-HRTimeline
Wharton Business Group, LLC133,950$7.07M0.3%+5,17013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC131,503$6.94M1.09%-7,66013F-HRTimeline
DAVIS R M INC130,940$6.91M0.13%-8,12713F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …129,940$6.86M0.87%-3,84113F-HRTimeline
Nalls Sherbakoff Group, LLC127,988$6.75M4.92%+2,78313F-HRTimeline
NewEdge Advisors, LLC127,660$6.74M0.03%+14,85513F-HRTimeline
SEMITAM BONAM LLC126,976$6.7M6.31%13F-HRTimeline
Capital Investment Services of America,…126,240$6.66M0.61%-2,89213F-HRTimeline
Total Wealth Planning, LLC126,014$6.65M0.84%-12,60213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP125,386$6.62M0.05%+14,15813F-HRTimelineGroup
RFG - Bristol Wealth Advisors, LLC124,960$6.59M2.04%+16,40913F-HRTimeline
Sanctuary Advisors, LLC122,693$6.47M0.04%-1,68113F-HRTimeline
Wealthstar Advisors, LLC121,995$6.44M2.42%-12,77713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…121,684$6.42M0.01%-81,02913F-HR/ATimelineGroup
Capital Investment Counsel, LLC119,347$6.3M0.98%+6,87213F-HRTimeline
Ameliora Wealth Management Ltd.119,319$6.3M2.25%+111,31913F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP118,592$6.26M0.01%new13F-HRTimelineGroup
CWA Asset Management Group, LLC117,517$6.2M0.26%+8,89513F-HRTimeline
Mendota Financial Group, LLC116,724$6.16M5.82%+15,87813F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …116,510$6.15M1.06%-9,00013F-HRTimeline
Resonant Capital Advisors, LLC116,092$6.13M0.39%-2,68213F-HRTimeline
Aspen Investment Management Inc116,009$6.12M2.57%+10,39713F-HRTimeline
Shore Point Advisors, LLC108,132$5.71M2.74%+3,92213F-HRTimeline
Catalyst Capital Advisors LLC106,764$5.63M0.11%013F-HRTimeline
BEACON FINANCIAL GROUP105,276$5.55M0.58%-4,70513F-HRTimeline
Outlook Wealth Advisors, LLC105,123$5.55M1.43%+2,72313F-HRTimeline
Diversified Portfolios, Inc.102,680$5.42M0.52%-1,87213F-HRTimeline
JT Stratford LLC102,236$5.39M0.82%+6,31513F-HRTimeline
PINKERTON WEALTH, LLC101,220$5.34M0.64%+9,52213F-HRTimeline
Endurance Services Ltd100,582$5.31M0.92%013F-HRTimeline
YHB Investment Advisors, Inc.99,318$5.24M0.4%+13,84113F-HRTimeline
Roundview Capital LLC99,089$5.23M0.35%+39613F-HRTimeline
UMB Bank, n.a.98,959$5.22M0.08%-6,76813F-HR/ATimeline
Martin Capital Partners, LLC98,819$5.21M2.04%+42,55613F-HRTimeline
Private Advisor Group, LLC97,788$5.16M0.03%-13,32813F-HRTimeline
INVESTMENT PARTNERS, LTD.97,638$5.15M1.95%+9,34413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC95,507$5.04M0.12%+56,87313F-HRTimeline
Integrated Advisors Network LLC95,104$5.02M0.23%-35,65113F-HRTimeline
Providence Capital Advisors, LLC94,581$4.99M0.92%+2,06213F-HRTimeline
Crescent Grove Advisors, LLC92,222$4.87M0.47%+3,84113F-HRTimeline
Trinity Legacy Partners, LLC92,150$4.84M1.17%+2,08513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC91,294$4.82M0.36%+2,28913F-HRTimeline
BURNS J W & CO INC/NY89,156$4.7M0.57%+6,10613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp88,998$4.7M0.21%-2,07313F-HRTimelineGroup
Global Retirement Partners, LLC88,801$4.69M0.12%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.88,567$4.67M0.03%-5,55913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV87,988$4.64M0.32%+12,55813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP87,676$4.63M0.01%-51,75913F-HR/ATimelineGroup
GRAYBILL WEALTH MANAGEMENT, LTD.86,270$4.55M1.49%+93613F-HRTimeline
SevenBridge Financial Group, LLC84,349$4.45M0.78%-15,67913F-HRTimeline
BLAIR WILLIAM & CO/IL84,263$4.45M0.01%-4,17413F-HRTimeline
Grey Ledge Advisors, LLC84,207$4.44M1.09%+2,63513F-HRTimeline
Bull Street Advisors, LLC82,530$4.35M2.09%013F-HRTimeline
CoreCap Advisors, LLC81,684$4.31M0.17%+6,48113F-HRTimeline
Pines Wealth Management, LLC82,107$4.31M1.52%-8,10913F-HRTimeline
AMARA FINANCIAL, LLC.81,131$4.28M3.77%+11,35313F-HRTimeline
UNITED BANK80,537$4.25M0.51%+5,32813F-HRTimeline
NTV Asset Management LLC79,253$4.18M0.5%+11,73113F-HRTimeline
Buska Wealth Management, LLC79,152$4.18M1.14%+27,85913F-HRTimeline
TABLEAUX LLC78,961$4.17M2.39%+1,60013F-HR/ATimeline
Hennion & Walsh Asset Management, Inc.78,772$4.16M0.17%-1,50013F-HRTimeline
Focus Financial Network, Inc.78,682$4.15M0.16%+2,27013F-HRTimeline
Boltwood Capital Management78,112$4.12M1.17%-54013F-HRTimeline
Agate Pass Investment Management, LLC76,971$4.06M1.67%-1,16913F-HRTimeline
HM PAYSON & CO76,676$4.05M0.06%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC75,609$3.99M0.46%+1,63813F-HRTimeline
Chesley Taft & Associates LLC74,854$3.95M0.18%+16013F-HRTimeline
Mittelman Wealth Management74,500$3.93M3.32%+31,65013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC73,872$3.9M0.11%+1,54413F-HRTimeline
Ally Invest Advisors Inc.73,331$3.87M0.3%+3,42813F-HRTimeline
Gradient Capital Advisors, LLC72,664$3.83M1.13%-8,91513F-HRTimeline
SAX WEALTH ADVISORS, LLC72,613$3.83M0.23%+66,35013F-HRTimeline
DMC Group, LLC72,261$3.81M2.96%+15,44213F-HRTimeline
COMERICA BANK72,120$3.81M0.01%+10713F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC72,114$3.8M1.35%+2,68013F-HRTimeline
CAPITAL CITY TRUST CO/FL72,001$3.8M0.99%-113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC71,104$3.75M0.15%+1,26913F-HRTimelineGroup
Aventus Investment Advisors, Inc.70,533$3.72M3.34%13F-HRTimeline
BOKF, NAin group BOKF, NA69,385$3.66M0.06%+91813F-HRTimelineGroup
Apella Capital, LLC69,005$3.62M0.1%-3,19013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP67,716$3.57M<0.01%+12,57313F-HRTimelineGroup
Wealthfront Advisers LLC67,453$3.56M0.01%+2,45913F-HRTimeline
Investment Advisory Group, LLC64,851$3.42M1.04%+7,65213F-HRTimeline
Curbstone Financial Management Corp63,890$3.37M0.69%-55013F-HRTimeline
Welch & Forbes LLC63,801$3.37M0.04%-2513F-HRTimeline
RHS Financial, LLC63,784$3.37M1.91%-27,21113F-HRTimeline
J.W. COLE ADVISORS, INC.62,115$3.28M0.07%+48,37813F-HRTimeline
NOVEM GROUP61,888$3.27M0.41%+1,61413F-HRTimeline
LOWE BROCKENBROUGH & CO INC61,541$3.25M0.18%-1,34613F-HRTimeline
MASECO LLP61,318$3.23M0.12%13F-HRTimeline
Rathbones Group PLC59,892$3.16M0.01%+9213F-HRTimeline
IVC Wealth Advisors LLC59,559$3.14M1.53%+8,97713F-HRTimeline
Bigelow Investment Advisors, LLC59,550$3.14M1.38%+3,83313F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC59,418$3.13M2.33%+1,00013F-HRTimeline
Robertson Stephens Wealth Management, L…58,639$3.09M0.11%-94813F-HRTimeline
WHITTIER TRUST CO58,628$3.09M0.04%-58113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC58,075$3.06M0.03%+3,92813F-HRTimelineGroup
Financial Advocates Investment Manageme…57,890$3.05M0.25%-284,92013F-HRTimeline
BG Investment Services, LLC56,547$3.03M3.79%-5,82613F-HRTimeline
Northstar Advisory Group, LLC56,208$2.97M1.45%+54213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT55,959$2.95M0.13%-43813F-HRTimeline
NEW SOUTH CAPITAL MANAGEMENT INC55,525$2.93M0.14%-10,08813F-HRTimeline
AlphaCore Capital LLC54,592$2.88M0.11%-3,30713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC53,936$2.85M0.06%+52013F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP53,797$2.84M0.04%-7,35713F-HRTimeline
One Day In July LLC53,627$2.83M0.26%-8613F-HRTimeline
Wealth Advisors of Tampa Bay, LLC53,626$2.83M1.07%-1,00013F-HRTimeline
COURIER CAPITAL LLC53,226$2.81M0.17%-5,55213F-HRTimeline
CROBAN52,487$2.77M2.37%-6,05913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…51,686$2.73M<0.01%+2,96713F-HRTimelineGroup
Trajan Wealth LLC51,648$2.72M0.13%-4,30713F-HRTimeline
Gemmer Asset Management LLC51,413$2.71M0.24%-9,26413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.51,160$2.69M0.07%-18,01413F-HRTimelineGroup
E&G Advisors, LLC50,945$2.69M0.7%-30013F-HRTimeline
Princeton Global Asset Management LLC50,805$2.68M0.49%+31813F-HRTimeline
NYL Investors LLC50,301$2.65M0.73%-4,872,75213F-HRTimeline
Running Point Capital Advisors, LLC49,528$2.61M0.72%+2,06613F-HRTimeline
Aries Wealth Management49,389$2.61M0.68%-56013F-HRTimeline
MFA WEALTH ADVISORS, LLC48,137$2.54M0.6%-142,46913F-HRTimeline
Advisory Services Network, LLC48,223$2.54M0.04%+1,24813F-HRTimeline
NVWM, LLC47,714$2.52M0.61%+11,41313F-HRTimeline
Vantage Financial Partners, LLC47,666$2.51M0.58%-31,76913F-HRTimeline
1620 INVESTMENT ADVISORS, INC.47,516$2.51M1.78%+2,37913F-HRTimeline
Sage Advisory Services, Ltd.Co.47,280$2.49M1.36%-5,15213F-HRTimeline
BECKER CAPITAL MANAGEMENT INC47,176$2.49M0.08%+2,10013F-HRTimeline
DUNCKER STREETT & CO INC47,032$2.48M0.45%-1313F-HRTimeline
CABOT WEALTH MANAGEMENT INC45,724$2.41M0.29%+1,90113F-HRTimeline
Sound View Wealth Advisors Group, LLC45,627$2.41M0.18%+11013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC45,405$2.4M0.1%-62013F-HRTimeline
Edgestream Partners, L.P.45,071$2.38M0.07%-8,99913F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC44,384$2.34M0.4%-1,78613F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/44,295$2.34M0.12%-2,91713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO44,013$2.32M0.52%-15013F-HRTimeline
AMG National Trust Bank43,993$2.32M0.06%-6,71713F-HRTimeline
SCS Capital Management LLC43,900$2.32M0.03%+213F-HRTimeline
Factor Wealth Management LTD43,555$2.3M0.63%-2,30713F-HRTimeline
First International Bank & Trust43,460$2.29M0.8%013F-HRTimeline
Fire Capital Management LLC43,260$2.28M1.45%-7,01213F-HRTimeline
Wilmington Savings Fund Society, FSB42,967$2.27M0.04%-1,40113F-HRTimeline
Israel Discount Bank of New York42,788$2.26M8.57%-82313F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.42,752$2.26M1.38%+2,16413F-HRTimeline
SOFI WEALTH, LLC42,525$2.24M0.14%+2,07913F-HRTimeline
New World Advisors LLC41,878$2.21M0.47%-5,26513F-HRTimeline
Avidian Wealth Enterprises, LLC41,865$2.21M0.09%-1,27013F-HRTimeline
Unified Investment Management41,665$2.2M2.36%+3413F-HRTimeline
SAPIENT CAPITAL LLC41,630$2.2M0.04%013F-HRTimeline
Ifrah Financial Services, Inc.41,594$2.19M0.6%-20813F-HRTimeline
One Wealth Map LLC41,450$2.18M1.2%+2,30113F-HRTimeline
DOHJ, LLC41,562$2.16M0.63%+1,73713F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…40,674$2.15M0.32%-5,78313F-HRTimeline
Winthrop Capital Management, LLC40,320$2.13M0.54%013F-HRTimeline
Checchi Capital Advisers, LLC40,229$2.12M0.15%-4,60013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP40,147$2.12M<0.01%+18213F-HRTimelineGroup
Simplicity Wealth,LLC39,611$2.09M0.09%+10,12113F-HRTimeline
Vise Technologies, Inc.38,985$2.06M0.08%13F-HRTimeline
&PARTNERS38,944$2.05M0.02%+11,16213F-HRTimeline
Aprio Wealth Management, LLC38,466$2.03M0.23%-55613F-HRTimeline
SIMA Wealth Partners, LLC38,381$2.03M1.63%-11,58613F-HRTimeline
Steele Capital Management, Inc.38,297$2.02M0.1%+2,05413F-HRTimeline
Strategic Financial Services, Inc.38,207$2.02M0.11%-9,78313F-HRTimeline
Sowell Financial Services LLC38,139$2.01M0.08%-61413F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD38,097$2.01M1.46%+10,12113F-HRTimeline
World Investment Advisors37,804$1.99M0.05%-3,08013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC37,770$1.99M0.03%-1,15813F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/37,540$1.98M<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC37,187$1.96M0.3%-86913F-HRTimeline
SWEENEY & MICHEL, LLC37,071$1.94M0.69%-90613F-HRTimeline
Sovereign Financial Group, Inc.36,766$1.94M0.4%+38413F-HRTimeline
Arkadios Wealth Advisors36,564$1.93M0.06%+99313F-HRTimeline
EASTERN BANK36,190$1.91M0.04%-125,06113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC36,116$1.91M0.16%+7,75013F-HRTimeline
Clearstead Advisors, LLC36,007$1.9M0.03%-1,02113F-HRTimeline
FINANCIAL LIFE ADVISORS35,795$1.89M0.65%-23,01113F-HRTimeline
MidAtlantic Capital Management, Inc.35,479$1.87M1.33%+1,01513F-HRTimeline
Kingsview Wealth Management, LLC35,432$1.87M0.03%+3,66013F-HRTimeline
SYNOVUS FINANCIAL CORP34,588$1.83M0.02%+5,72413F-HRTimeline
Longview Financial Advisors LLC34,273$1.81M1.13%-12,19513F-HRTimeline
Wilshire Advisors LLC33,981$1.79M16.22%-3,31813F-HRTimeline
Hudson Portfolio Management LLC33,631$1.77M1.66%+3,00013F-HRTimeline
Physician Wealth Advisors, Inc.33,614$1.77M0.28%-2,18113F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE33,144$1.75M0.08%013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management32,939$1.74M0.02%-17313F-HRTimelineGroup
Werba Rubin Papier Wealth Management32,919$1.74M0.33%+2,42113F-HRTimeline